ClickUp Essential Training

Learn to be more productive and save time using ClickUp, the popular new tool for task management and team collaboration.

Introduction

• Manage projects with ClickUp
• Set up a ClickUp account

1. Set Up the Workspace

• Use ClickUp on the web or the ClickUp app
• Understand the hierarchy in ClickUp
• Manage workspaces and invite teammates
• Make Spaces
• Modify Spaces and change ClipApp settings
• Navigate and organize your sidebar

2. Manage Lists and Tasks

• Create lists and tasks
• Edit and monitor lists
• Set up filters and groups
• Use different task list views
• Organize lists in folders
• Use favorites
• View everything in your workspace

3. Manage Pages for Non-List Information

• Use page views for documents and other content
• Make document and whiteboard pages
• Work in a ClickUp document
• Embed content in a ClickUp page

4. Stay on Task

• Use the Home screen to stay on task
• Settings and notifications

Conclusion

• Continue learning about ClickUp and project management